Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas:

1. Stock-by-stock scrutiny: Evaluating the supply chains of companies such as Intuitive Surgical to understand their tariff exposure.
2. Project-based analysis: Identifying both defensive and offensive opportunities arising from the tariffs.
3. New idea generation: Exploring opportunities in sectors such as precision instruments and Japanese IT solutions.

Additionally, you’ll find out which areas investors might want to avoid during such turbulent times.

Join AJ and Roy as they also reflect on Warren Buffett, one of the greatest active stock pickers of all time. Mr Buffett recently announced his retirement as CEO of Berkshire Hathaway at the age of 94. They share lessons from his illustrious career that can be applied to investing.

Listen to the podcast to learn more.

Resources

-       Tariff Tempests (article)
The tariff turmoil has shaken markets, as investors ponder the potentially profound changes to the economic landscape. Roy Leckie, Executive Director, discusses some of the challenges ahead in these uncertain times, but remains confident that the world’s leading companies can navigate their way through the current maelstrom.

The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored, and the views expressed are those of the presenters at the time of the recording.